Investment Operations and Trading Associate - New York, NY
2 weeks ago
Job summary
About Savvy WealthWealth management is a $545 billion industry in the US,
This role offers a unique opportunity to work closely with advisors,
ensure operational excellence and help build scalable processes for one of the fastest-growing RIAs in the country.
Responsibilities
- Conduct daily portfolio management activities,
- Execute cash raises, rebalances and one-off trades in Eclipse and at custodians,
- Leverage trading software (Orion Eclipse) to support daily operations and manage client portfolios at scale.
Job description
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